Guardian Wealth Advisors, LLC Purchases in Q3 2024

Guardian Wealth Advisors, LLC

  • $162 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
5.32K
+ 1.56%
$47.6 - $53.31 $253K - $284K
347K $18.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.99K
+ 4.28%
$57.32 - $62.65 $458K - $501K
195K $12.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.5K
+ 62.21%
$48.51 - $52.86 $702K - $765K
37.7K $2M
SPYG
Spdr Portfolio

ETFs
7.84K
+ 54.75%
$73.38 - $84.1 $575K - $659K
22.2K $1.84M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.58K
New
$56.04 - $62.99 $256K - $288K
4.58K $279K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.99K
+ 17.83%
$50.25 - $50.74 $251K - $253K
33K $1.67M
SHW
Sherwin Williams CO

Basic Materials
598
New
$294.65 - $384.0 $176K - $230K
598 $228K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.02K
+ 2.34%
$31.18 - $33.5 $62.8K - $67.5K
88.2K $2.93M
BSX
Boston Scientific Corp

Healthcare
2.43K
New
$72.96 - $84.0 $178K - $204K
2.43K $203K
BDX
Becton Dickinson & CO

Healthcare
832
New
$221.47 - $242.41 $184K - $202K
832 $200K
AAPL
Apple Inc.

Technology
358
+ 10.64%
$207.23 - $234.82 $74.2K - $84.1K
3.72K $867K
LOW
Lowes Companies Inc

Consumer Cyclical
20
+ 0.72%
$213.3 - $270.78 $4.27K - $5.42K
2.8K $758K
GIS
General Mills Inc

Consumer Defensive
120
+ 1.2%
$62.5 - $75.15 $7.5K - $9.02K
10.1K $747K
ED
Consolidated Edison Inc

Utilities
165
+ 2.67%
$88.42 - $104.97 $14.6K - $17.3K
6.34K $660K
NEAR
Blackrock Short Maturity Bond

ETFs
1.01K
+ 1.7%
$50.09 - $51.31 $50.6K - $51.8K
60.5K $3.1M
ABT
Abbott Laboratories

Healthcare
100
+ 1.65%
$100.07 - $118.13 $10K - $11.8K
6.16K $701K
PEP
Pepsico Inc

Consumer Defensive
249
+ 5.46%
$161.9 - $179.3 $40.3K - $44.6K
4.81K $817K
WMT
Walmart Inc.

Consumer Defensive
155
+ 4.18%
$66.91 - $81.4 $10.4K - $12.6K
3.86K $311K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.27%
$233.44 - $279.45 $934 - $1.12K
1.51K $417K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.18%
$245.82 - $304.51 $492 - $609
1.11K $337K
CTAS
Cintas Corp

Industrials
1.27K
+ 299.29%
$201.38 - $819.83 $255K - $1.04M
1.69K $347K
PG
Procter & Gamble CO

Consumer Defensive
99
+ 2.51%
$160.76 - $177.82 $15.9K - $17.6K
4.05K $701K
IVV
Ishares Core S&P 500 ETF

ETFs
43
+ 6.22%
$520.18 - $576.82 $22.4K - $24.8K
734 $423K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
210
+ 1.7%
$36.98 - $41.55 $7.77K - $8.73K
12.6K $516K
CB
Chubb LTD

Financial Services
1
+ 0.09%
$252.51 - $292.2 $253 - $292
1.12K $322K
KO
Coca Cola CO

Consumer Defensive
7
+ 0.18%
$62.69 - $73.01 $439 - $511
3.95K $283K
ICSH
Blackrock Ultra Short Term Bon

ETFs
461
+ 1.13%
$50.32 - $50.75 $23.2K - $23.4K
41.3K $2.1M
EXPD
Expeditors International Of Washington Inc

Industrials
115
+ 5.94%
$116.1 - $131.42 $13.4K - $15.1K
2.05K $269K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
121
+ 1.49%
$25.45 - $29.53 $3.08K - $3.57K
8.22K $239K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.26%
$475.2 - $527.7 $950 - $1.06K
766 $404K
GPC
Genuine Parts CO

Consumer Cyclical
91
+ 2.7%
$131.04 - $147.11 $11.9K - $13.4K
3.46K $483K
SHV
Ishares Tr

ETFs
83
+ 4.31%
$110.05 - $110.63 $9.13K - $9.18K
2.01K $222K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.12%
$182.15 - $182.15 $729 - $729
3.21K $583K
ADM
Archer Daniels Midland CO

Consumer Defensive
19
+ 0.55%
$57.96 - $65.72 $1.1K - $1.25K
3.5K $208K
TROW
Price T Rowe Group Inc

Financial Services
270
+ 4.48%
$101.71 - $120.75 $27.5K - $32.6K
6.29K $685K
NUE
Nucor Corp

Basic Materials
3
+ 0.22%
$137.77 - $166.14 $413 - $498
1.39K $209K
CVX
Chevron Corp

Energy
200
+ 3.45%
$137.88 - $161.97 $27.6K - $32.4K
6K $883K
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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